Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,069 | $176,077-66.5% | $159,455-63.0% | $167,518-64.7% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 16.88% | 331.83%-315.0pp | 263.63%-246.8pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,960 | $5,298-63.0% | $4,830-59.4% | $4,838-59.5% |
| Participant deferral / active EE | $5,133 | $7,751-33.8% | $7,353-30.2% | $6,342-19.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |